2012 five star 2012 atlanta five star wealth managers · mark janowiak · national financial...

2012 Five Star Wealth

Man

agers

wwwfivestarprofessionalcom Five Star award information mdash FS 1

Special advertiSing Section

In a consumer study about dynamics between wealth managers and their clients Five Star Professional polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas

bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events

bull 63 percent of consumers say they receive the right amount of communication from their wealth manager

From research conducted by Five Star Professional April 2011

Wealth managers broadly defined are those individuals who help you manage your financial world andor implement aspects of your financial strategies Common examples of wealth managers

are financial advisors financial planners investment advisors tax advisors and estate planning attorneys

How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients

Atlanta Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent

Five Star Wealth Managers

2012 Atlanta

Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo

mdash Five Star Wealth Manager

In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Atlanta award candidates were identified using internal and external research data including a survey to more than

10800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC

CAndidAteSAward

The 2012 Five Star Wealth Managers are a select group representing fewer than 4 percent of the wealth managers in the Atlanta area(1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list

AWArdA Select

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Man

agers

FS 2 mdash Five Star award information wwwfivestarprofessionalcom


Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional or Atlanta Magazine bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future

investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 2660 award candidates in the Atlanta area were considered for the Five Star Wealth Manager award 607 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers

diSCloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $96 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 222

households)10 Education and professional designations

oF AWArd WinnerSdetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 47300 households in the Atlanta area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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Man

agers



award winners listed by primary services and listed alphabetically by last name

Business PlanningNick Chafin Tripp Chafin amp Company

Emmett Cloud Morgan Stanley Smith Barney

Emma Foulkes Commonwealth Business amp Retirement Services

Bruce Gaynes Kitchens Kelley Gaynes

Timothy Kemper Reznick Group

Estate PlanningAlbert Caproni Cohen amp Caproni

Loraine DiSalvo Morgan amp DiSalvo

David Eastman The Eastman Law Firm

Brian Friedman The Wellspring Group

David Golden Troutman Sanders

Mark Janowiak National Financial Services Group

Roger Kirschenbaum Roger A Kirschenbaum

William C Lankford Jr Moore Stephens Tiller

Jeremy Lantz Lantz amp Reeves

Rhett Laurens The Laurens Firm

M Barry Leitz Ellis Funk

Mary Balent Long Abrams Davis Mason amp Long

Stuart Mager Mager amp Mager

John Meier Thompson Meier amp King Page 21

George Menden MendenFreiman

Richard Morgan Morgan amp DiSalvo

Charles Nida Peachtree Planning Corporation

Stephen Rosseel Valic

W Barclay Rushton Rushton amp Company

C Murray Saylor The Saylor Law Firm

Janet Spector NYLife Securities

Christopher Stewart Sagemark Consulting

William Turner Cohen Pollock Merlin amp Small

Jim Underwood Windham Brannon

Caroline Vann Bettis Hill amp Vann

William Witcher Jr The Witcher Law Firm

Financial PlanningGary Alpert Peachtree Capital

Michael Altman Ameriprise Financial Services Inc

Julianne Andrews Atlanta Financial Associates 5

Erik Anhaus Ameriprise Financial Services Inc

Seth Asher Morgan Stanley Smith Barney

Parks Avery Avery amp Pope Wealth Management

Burton Banks Ameriprise Financial Services Inc

Ralph Lamar Barden Peachtree Planning Corporation Page 20

James Barker Henssler Financial

Amos ldquoJackrdquo Beecher Beecher Financial Services

Jaime Benedetti Benedetti Gucer amp AssociatesAmeriprise Financial Services Inc

Jeff Bernier TandemGrowth Financial Advisors

Christian Beyers SunTrust Investment Services

Nick Bhandari HAampW Wealth Management

George Bird Morgan Stanley Smith Barney

Ralph C Boardman Jr Tax amp Financial Strategies

Steven Bontempi The Barrister Financial Group

Dennis Booker Buckhead Investment Partners

Lisa Boone Raymond James | Morgan Keegan

Michael Boosel Robert W Baird amp Company Page 20

Robert Bordett Consolidated Planning Corporation

Frank Briggs Your Wealth PartnersAXA Advisors Page 20

Sam Bromberg Nova Wealth Management Group

A Sidney Browning Integras Partners

Jake Bryant Bryant Carroll and AssociatesAmeriprise Financial Services Inc

Jeffrey Bulvin New England Financial

Hillory Burkett National Financial Services Group

Todd Burkhalter Catalyst Wealth Management

James Burnham III Raymond James | Morgan Keegan

Frank Butterfield Homrich Berg

Preston Byers ClearBridge Wealth Management

Mark Byrnside Ameriprise Financial Services Inc

Phillip Calandra Calandra Financial Group

Jeffrey Call Bennett Thrasher

Thomas Carney Ameriprise Financial Services Inc Page 20

Sean Carroll Ameriprise Financial Services Inc

R Mark Castle Morgan Stanley Smith Barney

Jeff Chinery Ronald Blue amp Company

Russell Clarke Ameriprise Financial Services Inc

Bill Cleveland Preston amp Cleveland Wealth Management

Seth Cohn WealthMD

John Colegrove John Colegrove

Brian Connerat Ameriprise Financial Services Inc

David Conrod Charles Schwab

Bo Cook Morgan Stanley Smith Barney

Charles Costa Professional Planning Advisors

Joshua Cothran Ameriprise Financial Services Inc

Andrew Crane Keen Insight Group

Ben Crowe Henssler Financial

Blair Cunningham SignatureFD

Charles Currie Jr Currie Financial amp Tax Services

Helga Cuthbert Cuthbert Financial Guidance

Ari Dardik Morgan Stanley Smith Barney

Seth Deitchman Morgan Stanley Smith Barney

Tyler Delahunt Raymond James | Morgan Keegan

Michael DeLap Securities America

Chuck DeNormandie North Point Wealth Management

Mark DiGiovanni Marathon Financial Strategies

Evelyn Dinkins II Ameriprise Financial Services Inc

Daniel Dubay PPA Advisory Services

Michelle Duffy Ameriprise Financial Services Inc

Brenda Dunn Integras Partners

Robbin Duren Ameriprise Financial Services Inc

Keith Dykes Peachtree Planning Corporation

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Man

agers




Tim Eckel Bales amp Eckel Financial Group

Chris Ellington WealthCreation Atlanta

Kathryn Emling Householder Group Page 17

Steven Fehlenberg Steven R Fehlenberg amp Company

Amanda Fischer Oster amp Fischer

Lewis Forbes Jr Ameriprise Financial Services Inc

David Forston Ameriprise Financial Services Inc

John Francisco Integrated Financial Group

Brian Frank Morgan Stanley Smith Barney

Gary Frederick Morgan Stanley Smith Barney

Kristen Fricks-Roman Morgan Stanley Smith Barney

Alvaro Galvis Merrill Lynch

Susan Ganser LongView Wealth Management

Eric Garbade Morgan Stanley Smith Barney

Kevin Garrett Integrated Financial Group

Mary Ellen Garrett Merrill Lynch

David Gaynes Gaynes Financial Services Page 14

Timothy Gelinas Senior Financial Planning Page 14

Derek Giddings Morgan Stanley Smith Barney

Charles Goldberg Financial Innovations

Don Goldsmith Thrivent Financial

Margaret Graff Ameriprise Financial Services Inc

LeeAnn Gregg Ameriprise Financial Services Inc

Martin Halberg Halberg Financial Associates

Keith Hallman Hallman Walters Wealth Management GroupMetLife Financial

Bill Hammond Hammond Investment Planning Corporation

James Hansberger Morgan Stanley Smith Barney

Jim Harris Money Concepts Wealth Management

Terry Hartigan Ashwood Advisors

K Michael Hennessy Morgan Stanley Smith Barney

Adam Hextell First Investors Corporation

Patrick Hinchey Hinchey Financial Group

Michael Hines Consolidated Planning Corporation

Jeremy Hodges MetLife

Matthew Hudgins Mosaic Wealth Management

Pace Huff Merrill Lynch

Ira Isaacs National Financial Services Group

Timothy Jeffrey Morgan Stanley Smith Barney

Benjamin Joel Morgan Stanley Smith Barney

Keith Johnson Integras Partners

Barry Kaplan Cambridge Southern Financial Advisors

Matthew Karis Invest Financial

Scott Kays Kays Financial Advisory Corporation

William Keen Keen Advisor Group

Scott Kessler LPL Financial

Patricia Koehn Koehn Financial Group

Darren Kubiak Darren Kubiak Personal Retirement Planning Page 21

Linda Kuehn McCormack Financial Planning Page 10

Suzanne Lako Henssler Financial

William Lako Jr Henssler Financial

Charles Lanford Raymond James | Morgan Keegan Page 18

Rob Larmore Raymond James | Morgan Keegan

Robert Law Creative Financial Group

Gene Lee Peachtree Planning Corporation

Karen Lee Karen Lee and Associates Page 21

Douglas Leeson Investment Research amp Advisory Group

Howard Levy Ameriprise Financial Services Inc

Pete Levy Ameriprise Financial Services Inc

Scott Levy Capstone Financial Partners

Matthew Lipscomb Ashford Advisors Page 12

Michael Lipsey LongView Wealth Management

Doug Liptak SignatureFD

Richard Lombardi Integrated Wealth Strategies

Timothy Madison Money Concepts Wealth Management

Thomas Maiwald (In Memoriam) Lincoln Financial Advisors

Owen Malcolm United Capital

Kari March ROKA Wealth Strategists

Jonathan Marcus Morgan Stanley Smith Barney

Scott Martin Ronald Blue amp Company

Maria McCann Morgan Stanley Smith Barney

Steve McClelland AXA Advisors

Travis McCloskey Raymond James | Morgan Keegan Page 21

Barbara McCormack McCormack Financial Planning

Alan McKnight Kays Financial Advisory Corporation

Shawn Meade Redwood Wealth Management

Chad Meisner Ameriprise Financial Services Inc

Amy Merrill WB Financial Group

Cathy Miller Atlanta Financial Associates Page 15

John Mobley Merrill Lynch

Daniel Monahan Robert W Baird amp Company Page 21

Meredith Moore Moore and Associates Wealth Management

Steven Moore Morgan Stanley Smith Barney

Bobbie Munroe Fraser Financial

Elizabeth Murphy Henssler Financial

Ted Noble Sherrill amp Hutchins Financial Advisory

Tony Oliver TIAA-CREF

Erick Olson Olson Associates

Larry Olson Olson Associates

Robert Omohundro Turner Wealth Management

Joseph Owenby Financial Development Systems

Vijay Patel Merrill Lynch

Casey Patrick Patrick Financial Group

Donald Patrick Integrated Financial Group

Patrick Paxton Investment Planning Advisors

Travis Payne Capstone Financial Partners

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Man

agers




Jeff Peller SignatureFD

Phillip Pennartz Proactive Wealth Strategies Page 19

Kimberley Perry Merrill Lynch

Michael Petros Robert W Baird amp Company Page 21

David Pierce Catalyst Wealth Management

William Ponder Ameriprise Financial Services Inc

Sally Poole LPL FinancialIntegrated Financial

Micah Porter Minerva Planning Group

Carter Potts Lloyd Professional Group

Karen Powell Orion Financial Associates

Travis Propst Merrill Lynch

Jeffrey Purdon Scott amp Stringfellow

Jean Raines First Command Financial Planning

Kate Redden Ronald Blue amp Company

Jeremy Reese Ameriprise Financial Services Inc

Angela Rehkop Financial Care Providers

Patrick Renn The Renn Wealth Management Group

Chris Reynolds Ameriprise Financial Services Inc

S Neal Rhoney Ameriprise Financial Services Inc

Karen Rinehart Henssler Financial

Derrick Rivera Ameriprise Financial Services Inc

James Roberts Merrill Lynch

Robert Rollauer Lincoln Financial Advisors

Andres Romero Madison Financial Group

Greg Rose Morgan Stanley Smith Barney

Michael Ross The Wealth Enhancement Group

Merv Rudner Emerald Wealth Management Page 22

Sanda Salem Integrated Financial Group

David Sandstrom Ameriprise Financial Services Inc

Jonathan Sard Sard Wealth Management Group

Rick Saunders Ameriprise Financial Services Inc

Ronald Savarese Morgan Stanley Smith Barney

Lisa Schiffer HAampW Wealth Management Page 16

Joshua Schlieman Sullivan amp Schlieman Wealth Management

Natalie Schmook SunTrust Investment Services

Steven Schnupp Schnupp Wealth Management Page 11

Jeff Schultz Raymond James | Morgan Keegan

Al Searcy Searcy Weems-Scott amp Associates

Craig Seligman Proactive Wealth Strategies

James Shelden Morgan Stanley Smith Barney

Marta Shen Spring Street Financial

Cary Sheppard Valic

Peter Siegel Morgan Stanley Smith Barney

Michael Silver Ameriprise Financial Services Inc

Susan Simonton Simonton Financial Associates Page 19

James ldquoCodyrdquo Sims Ameriprise Financial Services Inc

Michael Skrynecki Morgan Stanley Smith Barney

Michael Smith RTD Financial Advisors

Cathleen Stevens Cathy Stevens and Associates

Crystal Stevens Creative Financial Group

Mark Stevens Stevens Wealth Strategies

Ryan Stewart Raymond James | Morgan Keegan

Michael Stone Milestone Investment Management

Andrew Sullivan Sullivan amp Schlieman Wealth Management

Mark Tabak Ameriprise Financial Services Inc

Leroy Tanker Freedom Financial Services

Michael Tarrant Financial Network Associates

Donald Tessmer Tax amp Financial Management Page 22

Jeff Thomas Retirement Asset Management

Jennifer Thomas Henssler Financial

Joe Thomas SunTrust Investment Services

Russ Thornton Wealthcare Capital Management

Thomas Tolleson Wellspring Financial

Brad Towson Morgan Stanley Smith Barney

Richard Tull Capstone Financial Partners

Scott Varon Capstone Financial Partners

James Vijande Oppenheimer amp Company

Karen Vining Vining Financial Services

Mark Vosk National Financial Services Group

Lewis Walker Walker Capital Management Corporation

David Ward North Point Wealth Management

DeWitt Weaver III Weaver Capital Management

Charles Weber Ameriprise Financial Services Inc

Connie Weems-Scott Searcy Weems-Scott amp Associates

Peter Weinbaum New England Financial

Ian Weinstein Ameriprise Financial Services Inc

Graham Wickham Wickham Financial Group

Peter Wilder Ameriprise Financial Services Inc

Rachel Wilder Eagle Strategies

Daniel Wildermuth Kalos Financial

Kerstin Wiles Homrich Berg

Barbara Wiley Sherrill amp Hutchins Financial Advisory

Glen Wilk Merrill Lynch

Jamie Williams Five Talents Wealth Management

Joseph ldquoJoerdquo Wilson TIAA-CREF

Steve Wisnewski Georgia Advisory Group

Shaun Wright Merrill Lynch

Charles Zimmerman SignatureFD

InsuranceGary Bottoms The Bottoms Group

Janet Peavy Strategic Stewardship

Maury Shapiro Your Wealth PartnersAXA Advisors Page 22

Joel Weitnauer Weitnauer amp Associates

Bryan Wulz New York Life Insurance Company

Tim Wyrobek Crescent Wealth Management

InvestmentsL Gregg Adams Raymond James | Morgan

Keegan

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Man

agers




Fred Akers Wells Fargo Advisors LLC

Doug Aldridge Jr Wells Fargo Advisors LLC

Gary Alexander Wells Fargo Advisors LLC

Robert ldquoToddrdquo Altizer Edward Jones

Mark Anheier Charles Schwab

Margaret Archer Wells Fargo Advisors LLC Page 12

Michael Athanas Morgan Stanley Smith Barney

Jay Bailey Citadel Wealth Management

William Baker William Baker amp Associates

Eric Barnett Thrivent Financial

Michael Bates Merrill Lynch

Richard Battle Morgan Stanley Smith Barney

Joseph Bell Wells Fargo Advisors LLC Page 9

John Beverly Merrill Lynch

John Bishop SunTrust Investment Services

Jacob Boggs Wells Fargo Advisors LLC

John Bolen SunTrust Investment Services

Hugh Bond Edward Jones

Jonathan Braatz Morgan Stanley Smith Barney

Brett Bringuel Wells Fargo Advisors LLC

Gary Brochin Dominick and Dominick Page 13

Russ Broda Wells Fargo Advisors LLC

Lisa Brown Brightworth

Loring Brown II Morgan Stanley Smith Barney

Joanne Bryant Charles Schwab

Tula Burch Princor

Ronald Burdekin Wells Fargo Advisors LLC

Thomas Burdg TBCI

Paul Busino Level Creek Wealth Management

Robert Butler Register Financial Associates

Mike Butts Alliance Retirement amp Investment Services

Scott Calhoun Glenmore Advisors

Alex Cann Morgan Stanley Smith Barney

Richard Cardin Benjamin F Edwards amp Company

Bill Carnes Raymond James | Morgan Keegan

Bob Carson Carson Advisory

Gary Casey Merrill Lynch

Philip Catledge CMC Financial Group

Bill Chandler Edward Jones

Joseph Chandler Wells Fargo Advisors LLC

TC Cheoun SunTrust Investment Services

Ben Clark Edward Jones

Krista Clarke Sterne Agee amp Leach

Patty Clemmons United Capital

Darrin Cohen Wealth Enhancement amp Preservation of Georgia

Jeffrey Cohen Nova Wealth Management Group

Todd Coker Wells Fargo Advisors LLC

Alan Cole TIAA-CREF

J Ralph Compton Morgan Stanley Smith Barney

Clayton Constant Merrill Lynch

Antonio Conticelli Merrill Lynch

Diane Cook SunTrust Investment Services

Sean Cook DCA Global Wealth Management

Eric Cramer Buckhead Investment Partners

Bobby Cremins Metanoia Financial

David Cross Bank of AmericaMerrill Lynch

Susan Curry Wells Fargo Advisors LLC

M Elizabeth Dale Merrill Lynch

Marc Daner Wells Fargo Advisors LLC

Chris Dardaman Brightworth

Roland de Liniere Benjamin F Edwards amp Company

William deButts Glenmore Advisors

Thomas Delahunt Raymond James | Morgan Keegan

Patrick Desamours Edward Jones

Mike DeWitt Smith amp Howard Wealth Management

Jeffrey Diamond JP Morgan Securities

Jonathan Dickson Morgan Stanley Smith Barney

David P Dillon Wells Fargo Advisors LLC

Jay DrsquoMeza Wells Fargo Advisors LLC

Brian Doe Gratus Capital Management

David Doll Morgan Stanley Smith Barney

Ray Dotson Capital Planning amp Investments

Scott Dozier Merrill Lynch

Sam Drake Morgan Stanley Smith Barney Page 13

Michael Eddy Berkeley Capital Partners

Michael Edmondson Wells Fargo Advisors LLC

Anthony Emanuel Janney Montgomery Scott

Timothy Escott Maple Capital Management

Alan Evans Securities America

Kimberly Evans Wells Fargo Advisors LLC

Rita Evans Merrill Lynch

Katrina Everett Wells Fargo Advisors LLC

Katrina Falke Invest Financial

Grant Fanning SunTrust Investment Services

Bruce Farman Lincoln Financial Advisors

Bruce Faurot Janney Montgomery Scott

Todd Ferguson JT Stratford Advisors

Annika Ferris Brightworth

Todd Fields Trusted Wealth Management

David Fisher SignatureFD

Douglas Fluke DSF Wealth Management

Frank Fontanella SunTrust Investment Services

William Fowler Raymond James | Morgan Keegan

Jeff Frame SunTrust Investment Services

Stephen Frederick Edward Jones

Kristofer Funkhouser SunTrust Investment Services

Monnye Hedrick Furr Benjamin F Edwards amp Company

Burwell Geiger Atlanta Capital Group Page 20

Richard Gilmore Raymond James | Morgan Keegan

Monica Giuseffi Edward Jones

Robert Morris Glasgow Glasgow Capital Management

Allan Gottlieb Raymond James | Morgan Keegan

David Gouzie Register Financial Associates

William Grant Merrill Lynch

Jeffrey Gray Wells Fargo Advisors LLC

Ellis Green Raymond James amp Associates

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Man

agers




Amy Greenway Edward Jones

Robin Grier Robin Grier Financial Services

Alan Gross Wells Fargo Advisors LLC

Molly Guenther A Montag amp Associates

Anthony Guinta Homrich Berg

John Haag WealthSense Advisory GroupRaymond James amp Associates

Jack Harmon Harmon Financial Advisors

Bill Harris Buckhead Investment Partners

Paul Harrison Edward Jones

Steve Hayden Atlanta Planning Group

Jennifer Heal Edward Jones

Robert Heisterberg Morgan Stanley Smith Barney

Richard Henderson Atlanta Financial Associates Page 15

David Hendricks Morgan Stanley Smith Barney

Gene Henssler Henssler Financial

Thomas M Hidell Jr Wells Fargo Advisors LLC Page 18

Andrew Hill SunTrust Investment Services

Robert Hockett Cambridge Southern Financial Advisors

Jep Hogan Morgan Stanley Smith Barney

Junko Horvath Fujiyama Advisors Page 20

Mark Houghton Morgan Stanley Smith Barney

Jon Houk JPH Advisory Group Page 15

Haynes Huffard Wells Fargo Advisors LLC

John Hydrick Morgan Stanley Smith Barney

Lenard Iglar Raymond James | Morgan Keegan

Constance Jacobson Wells Fargo Advisors LLC

Robert Jamison Diversified Financial Planning

Stephen Johnston Morgan Stanley Smith Barney

Brent Jones SunTrust Investment Services

Ronald Jones Wells Fargo Advisors LLC

Mark Kantor Morgan Stanley Smith Barney Page 20

Dwight Kees American Wealth Management Page 18

Scott Keller Henssler Financial

Warren Kennett Wells Fargo Advisors LLC

Mark Kopkin Raymond James | Morgan Keegan Page 21

William Kosty William A Kosty CPA

William Kring Kring Financial Management

Bob Kurtz Merrill Lynch

Linda Kuryloski Edward Jones

Lynne Kytle-Henderson Morgan Stanley Smith Barney Page 18

Paul Lang Edward Jones

Carolyn LaRocco Atlanta Consulting GroupMorgan Keegan

Walton Lee SunTrust Investment Services

Bryan Lewis Wells Fargo Advisors LLC

Nathan Link Morgan Stanley Smith Barney

Henry Lins Scott amp Stringfellow

Fredrick Livingston Planmark Capital Management

Ray Logan Raymond James | Morgan Keegan

Scott Macolino SunTrust Investment Services

Mike Maltby Wells Fargo Advisors LLC

Marvin Mangham Atlanta Planning Group

Steven Marino Wells Fargo Advisors LLC Page 21

Brian Martin Wells Fargo Advisors LLC

Stephen Martiny Primerica Financial Services

Paul Massa Invest Financial

Erwin Matthews One Source Advisory Services

JC Mauldin Morgan Stanley Smith Barney

Corey May Morgan Stanley Smith Barney

Frederic May First Allied

Edwin Mayer Ameriprise Financial Services Inc

Jim McDaniel Morgan Stanley Smith Barney

Richard McGalliard Raymond James | Morgan Keegan

Hank McLarty Gratus Capital Management

Mark McNeight Wells Fargo Advisors LLC

Stephanie Meeks Wells Fargo Advisors LLC

Steve Michael Henssler Financial

H Ronald Miller Raymond James | Morgan Keegan

Debby Minot ETRADE Financial

Joe Modica Merrill Lynch

Anthony Montag A Montag amp Associates

Hugh Moody Merrill Lynch

Tom Moore Capital Investment Advisors

Debbie Montgomery DM Financial Planning

William Mumpower Ashford AdvisorsPark Avenue Securities Page 12

Barry Munro Munro Legacy Planners

Gary R Neigeborn Janney Montgomery Scott

Leslie Netter Morgan Stanley Smith Barney

John Noonan Register Financial Associates

Kent Nuzum Wells Fargo Advisors LLC

Fred OrsquoNeal Edward Jones

Stephan Oster Oster amp Fischer

Ray Padron Brightworth

Milton Park Robert W Baird amp Company

Al Parker Morgan Stanley Private Wealth Management

Charles Parker Morgan Stanley Smith Barney

Lynda Parker Advanced Financial Strategies Page 16

Theodore Parrish Henssler Financial

Mary Peterson Thrivent Financial

Robert Pierson Raymond James | Morgan Keegan

Charles Pinigis Ameriprise Financial Services Inc

Misty Pittman Riveredge Financial Services

Kristen Plowman SunTrust Investment Services

David Polstra Brightworth

Kris Pope Avery amp Pope Wealth Management

John Poss JB Poss amp Associates

Warren Prehmus Prehmus Financial

Patti Puckett Ameriprise Financial Services Inc

David Ramey Wells Fargo Advisors LLC

Jeffrey Ramsey Sovereign Financial Services

William Rau Neuberger Berman

Tripp Rawls Merrill Lynch

Mitchell Reiner Capital Investment Advisors

John Rhodes AP Wealth Management

Timothy Rigby Investors Asset Management of Georgia

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Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College


Roy Roberts Jr Wells Fargo Advisors LLC

Forrest Robertson Buckhead Investment Partners

Karen Robertson-Wall Wells Fargo Advisors LLC Page 22

John Rodzik Rodzik Investment Management

Rick Rogers Edward Jones

Judy Ross JThompson Ross Investments

Joe Roth Edward Jones

Mike Rothfarb Morgan Stanley Smith Barney

Russell Roush Raymond James | Morgan Keegan

Emily Sanders United Capital

Reneigh Satterfield Edward Jones

Gary Schantz Sovereign Legacy

Martin B Schofield Schofield Capital Management

Robert Schultz Rollins Financial

Jeff Seavey SunTrust Investment Services

Michael Sesan Edward Jones

Alfred Shams Lm Kohn

Lei Shan Merrill Lynch

Todd Sheets SignatureFD

Anthony Shin Ameriprise Financial Services Inc

Elizabeth Sims Wells Fargo Advisors LLC Page 17

Raymond Singletary SunTrust Investment Services

Jonathon Sisson Wells Fargo Advisors LLC

Maceo Sloan Merrill Lynch

Casey Smith Wiser Wealth Management

Susan Lundeen Smith Morgan Stanley Smith Barney

Jerold Sniderman Sniderman Wealth Management

Robert Snow Scott amp Stringfellow

Yvonne Sowell-Odom Wells Fargo Advisors LLC

Michael Stark American Financial Advisors

Jeff Stevenson Morgan Stanley Smith Barney

Skip Stone Morgan Stanley Smith Barney

Brady Stoor Charles Schwab

Eric Stuckey Cornerstone Private Client Group

William Tallman Merrill Lynch

James Tally US Trust Private Wealth Management

Diane Taylor Wells Fargo Advisors LLC

Frederick Taylor Professional Associates Wealth Coaching

Richard Taylor HLB Advisory Services Page 22

Stephen Teague Edward Jones

Laurence Tipton Sterne Agee amp Leach

Stephen Trammell Wells Fargo Advisors LLC

Martin Truax Raymond James | Morgan Keegan

Jefferson Tutt Edward Jones

Andrew Tymchuk Wells Fargo Advisors LLC

Benny Varzi Merrill Lynch

Lauren Vogel Wells Fargo Advisors LLC Page 22

Mark Walter Wells Fargo Advisors LLC

Melanie Walton Morgan Stanley Smith Barney

Nancy Warnick Warnick amp Cain Page 19

Joshua Weber Morgan Stanley Smith Barney

Gary T Welden Welden Financial Services

James Welden Welden Financial Services

Jeffrey Wiener Wells Fargo Advisors LLC

Robert Wilder American Wealth Management

Buck Wiley III Merrill Lynch

Victor Wilkerson Advocacy Wealth Management

Michael Witt Wells Fargo Advisors LLC

Kenneth Woods Asset Preservation Advisors

Carl Youngdale Advisor Financial Services

TaxationAnna Armstrong Kelley Boshell Toole amp

Ellison

Stephen Bancroft Steve Bancroft CPA

Bradley Carroll DeLuca Ladd amp Carroll CPAs amp Strategic Advisors

Emily Cowan Henssler Financial

Daniel DiLuzio DiLuzio amp Henssler

Sheldon Donner Aarons Grant amp Habif

Carol Dubberly Dubberly CPA

Curtis Finch Curtis Finch CPA

Greg Gates PYA GatesMoore Page 20

Christopher Graham The Private Client Law Group Page 17

Debbie Griffiths Debbie Griffiths CPA

Gregory Hardwick Hardwick Dunagan amp Company

Wesley Hargrave Hargrave Freeman amp Leto

J Michael Hendricks Frazier amp Deeter

Tammie Hendricks Henssler Financial

Patricia Henssler Henssler Financial

Louise Jackson The Jackson Group CPAs

Stuart Jackson The Jackson Group CPAs

Scott Jacobson Scott Jacobson CPA

William Kellert William M Kellert CPA

David Jon Lerner Ascent CPA Group

Dean Lorentzson Lorentzson amp Company

Daniel Lucas oXYGen Financial Tax amp Business Services

Roger W Lusby III Frazier amp Deeter

Kathy Moore-Nietrzeba Henssler Financial

Howard Neiman Babush Neiman Kornman amp Johnson

Shirley Osborne-Vanderbilt The Osborne CPA Firm

Irvin Rabinowitz Robinson Rabinowitz amp Bernstein Page 22

Pauline Reynolds HLB Gross Collins Page 19

Ann Rushing Robins Eskew Smith amp Jordan

Houston Smith Robins Eskew Smith amp Jordan

Jay Starkman Jay Starkman CPA

Michael G Verner Verner Bromberg amp Cohen

Dana Whitledge Dana Whitledge CPA

Mark Wyssbrod Pro-Active Tax amp Advisory Solutions

Cheryl Yarbrough Windham Brannon

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Man

agers



Joseph A BellYour Long-Term Financial Health and Well-Being Is My Primary Concern

Managing your financial health for you and your interests and desires

Left to right Beth Ziegler Five Star award winner Joseph Bell Susan Cooper

bull I will provide a personalized investment plan showing your fi nancial healthbull I will implement an agreed-upon plan for your fi nancial health bull I will provide regular check-ups to monitor your fi nancial health

I have been helping successful clients with their fi nancial health for more than 18 years This year I have been named a premier advisor of Wells Fargo Advisors The premier advisor designation is held by a select group of fi nancial advisors within Wells Fargo Advisors and refl ects a high level of

professional achievement based on many factors including production During the interview process I will learn of your hopes and goals so I can prescribe the right plan to reach your fi nancial-health goals I am currently accepting new successful clients

950 East Paces Ferry Road Suite 1600 bull Atlanta GA 30326Office (404) 240-9018 bull Cell (304) 615-6047

josephabellwfadvisorscom bull homewellsfargoadvisorscomjosephabell

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0712-05294]

Title Vice President ndash Investment Officer

Credentials Certified Divorce Financial Consultant Chartered Financial Consultantreg CLUreg LUTCF

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Man

agers



Linda M Kuehn

Relationships Built on Trust

not Transactions

At McCormack Financial Planning Inc we off er personal and business fi nancial planning services by identifying clientsrsquo goals and developing individualized strategies to accomplish them We off er our clients experience they can trust expertise that provides integrity and service to their plans and dreams We are committed to becoming our clientsrsquo most trusted advisor by creating a personal caring relationship

2002 Summit Boulevard Suite 1275 bull Atlanta GA 30319 Office (404) 236-7316

lindamccormackfpcom bull wwwmccormackfpcom

McCormack Financial Planning Inc is a Registered Investment Advisory Firm

Client ApproachIndividualized strategies

PhilosophyldquoThe New Retirementrdquo

My RewardSeeing my clients achieve and live their dreams

Compensation MethodFee based

bull Portfolio management

bull Retirementincome planning

bull Risk management

Titles McCormack Financial Planning Inc VP

Licenses Series 7 66

Areas of Focus Preretirement and Retirement

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Man

agers



Steven SchnuppProfessional Guidance Centered on Creating Financial Freedom on Your Terms

bull Long-term relationships centered on understanding each clientrsquos unique wealth goalsbull Stewardship of your familyrsquos wealthbull Eff ective strategies for transferring your wealth to future generations and philanthropic interests

Schnupp Wealth Management off ers a dynamic total wealth management approach that is designed to help address each of our clientrsquos unique fi nancial objectives We work to identify your personal professional and fi nancial life goals and then customize an investment plan to help address them We will make recommendations implement a strategy and

manage your investments to help you move through your lifersquos changing fi nancial landscape Since most of our clients identify their ultimate goal as a comfortable retirement we focus on income creation designed to provide you with fi nancial freedom on your terms

12725 Morris Road Ext Suite 130 bull Alpharetta GA 30004Office (770) 552-1500 bull Toll-free (866) 552-2600

stevenschnupplplcom bull wwwlpladvisorwebcomstevenschnupp

Securities and Advisory Services offered through LPL Financial Member FINRASIPC and a Registered Investment Advisor

Areas of Focus Financial Planning Investment Management Integrated Tax Strategy Estate and Wealth Preservation Issues

Credentials Series 24 General Securities Principal Series 7 Registration Held With LPL Financial

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Man

agers



Margie Archer

Our Goal to Achieve Yours

bull Personalized wealth strategies

bull Retirement and income planning



I feel honored to receive this recognition from my peers I possess 20-plus years of wealth management experience My team shares my commitment to providing customized strategies designed to preserve your capital achieve your goals and enrich your lives Whether you seek income from investments risk management wealth building or tax effi ciency we work to create a plan for you that you will understand We look forward to working with you

950 East Paces Ferry Road Suite 1600Atlanta GA 30326

Offi ce (404) 365-4983 bull Cell (404) 993-6300

margiearcherwellsfargoadvisorscom wwwmarcherwfadvcom


Ashford Private Client Group

An Uncommon Perspective to Achieving Financial Balance

bull Impassioned advocates for our clients

bull Integrated comprehensive process

bull More than 50 years of combined experience

Matthew G Lipscomb CLUreg ChFCreg

William R Mumpower CLUreg CFPreg Left to right Five-year winners Matthew G Lipscomb and William R Mumpower

This is our commitment to you mdash to do all in our power to protect your wealth today and for decades to come to maximize its growth within your boundaries of risk and to help provide you with the assets you need to enjoy all the days of your life

For every single client our commitment is unwavering to help protect and grow the wealth of our customers so they can enjoy the fruits of their hard work

Two Ravinia Drive Suite 750 Atlanta GA 30346

Phone (770) 390-2600

wwwashfordadvisorsnet

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) Two Ravinia Drive Suite 750 Atlanta GA 30346 (770) 390-2600 Securities productsservices and advisory services are offered through PAS a registered broker-dealer and investment advisor Financial Representatives The Guardian Life Insurance Company of America (Guardian) New York NY PAS is an indirect wholly owned

subsidiary of Guardian Ashford Advisors is not an independent registered investment advisor nor an affiliate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC 2012-7943

WINNER

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Man

agers



Gary S Brochin

Integrity bull Independent bull Insight

bull Disciplined investment approach

bull Individually tailored portfolios

bull Retirement and trust services

Senior Managing DirectorAreas of Focus Wealth and Investment ManagementLeft to right Three-year winner Gary S Brochin and Adrienne Mandt

Dominick amp Dominick LLC is a wealth management boutique established in 1870 We create proprietary solutions as opposed to selling proprietary products Therefore our advice is unbiased and untainted We provide a diverse array of capital preservation and wealth-creation strategiesBy working with a select group of families and businesses we ensure that we thoroughly attend to each of our clientrsquos specifi c needs With our carefully orchestrated fi nancial advisory process we can assure you that all fi nancial decisions we make on your behalf will be consistent with your goalsGary has been a trusted advisor for a select group of families and businesses for more than 28 years

3343 Peachtree Road Northeast Suite 225Atlanta GA 30326

Phone (404) 504-8430Toll-free (800) 681-9981

gbrochindominickanddominickcom

Dominick amp Dominick LLC member FINRA SIPC

Sam Drake

Focus on Investment Excellence

bull Planning-based asset management

bull Tactical-driven research

bull Risk-management strategies

Vice President Financial Advisor

I have a commitment to providing planning-based asset management strategies Utilizing Morgan Stanley Smith Barneyrsquos broad array of productsservices a customized plan with tactical ideas will be the core of our client-focused relationship Proactive research allows me to help manage risk and better meet your needs 5565 Glenridge Connector Suite 1900

Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317

samdrakemssbcom bull wwwmssbcom

copy 2012 Morgan Stanley Smith Barney LLC Member SIPC

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Man

agers



David H Gaynes

Independent Financial Advice

bull Financial planning

bull Wealth management

bull Corporate services

David Gaynes CFPreg ChFCreg CFSregDayna Adams DirectorLeft to right Five-year winner David Gaynes and Dayna Adams

At Gaynes Financial Services we understand that the truest road to success lies in helping others succeed We approach each client as unique and incorporate time-tested academically-based strategies Our independence allows us to provide a wide variety of strategies to help address client challenges We are selective about the type and number of clients we take on in order to be able to off er a higher more personalized level of service and long-term commitment to those we serve

200 Ashford Center North Suite 400Atlanta GA 30338

David (770) 353-6350 bull Dayna (770) 353-6349

dgaynesintfi ngroupcomwwwcapitalgaynescom

David H Gaynes is a registered representative with and Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC

WINNER

Timothy P Gelinas

We Help Protect What Youve Worked for All Your Life

bull Retirement and investment planning

bull Wealth protection and preservation

bull Comprehensive estate organization

Certified Senior Advisor

Left to right Jolynn Riney four-year winner Tim Gelinas and Rachael Gelinas

With more than 14 years of experience Tim has been diligently meeting the needs of his clients He and his team specialize in helping retirees and those about to retire preserve and protect what they have worked for all their lives Their personalized service has won them numerous awards and Tim has been recognized nationally by leading industry institutions Tim was also featured in the Atlanta Business Chronicle as one of the Top 40 Advisors Under 40 by NAIFA of Atlanta in 2011 and 2012 Tim has been awarded the Million Dollar Round Table Top of the Table three times and Court of the Table fi ve times

2551 Roswell Road Suite 209 Marietta GA 30062

Offi ce (770) 973-5220

tgelinassfpuscom wwwsfpuscom

Securities Products offered through The Leaders Group Inc Member FINRASIPC

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Man

agers



JPH Advisory Group

Your Personal CFO

bull Simplify your fi nancial life

bull Unbiased fee-only investment advice

bull Integrity and objectivity

NAPFA Fee-Only PlannerCFPreg SEC-Investment AdvisorLeft to right Curtis Hearn Wendi Meyer Jon Houk (four-year winner) Joshua Swartz

JPH Advisory Group believes your fi nancial strategy should refl ect your goals as well as your values and vision for your future Using more than 25 years of experience Jon and his team will help you clarify your personal vision and create a plan to achieve it We believe fi nancial planning is not a one-time event but an ongoing process As your personal CFO we will act as your advocate scrutinizing your investments as we guide you towards fi nancial independence and security

600 Galleria Parkway Suite 1600Atlanta GA 30339

Phone (770) 859-0076

personalcfojphadvisorycomwwwjphadvisorycom

Cathy Miller Julianne Andrews and Richard Henderson

Enduring Values mdash a Time-Tested Approach to Managing Wealth

bull Personalized investment strategies

bull Wealth protection solutions

bull Lifestyle and legacy planning

Cathy Miller Principal MBA CFPreg CRPSreg CDFAtradeJulianne Andrews Principal MBA CFPreg AIFregRichard Henderson Principal CPA CFPreg AIFregLeft to right Three-year winner Julianne Andrews four-year winner Richard Henderson

and three-year winner Cathy Miller

At Atlanta Financial Associates the overriding principle that our clientsrsquo best interests come above all else is a hallmark of the relationships and reputation we have built over our 25 years of working with clients In prosperous and challenging times alike a steadfast commitment to earning your trust and satisfaction guides everything we do

Atlanta Financial Associates Inc 5901-B Peachtree Dunwoody Road Suite 275

Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381

wwwatlantafi nancialcom

Securities o ered through Commonwealth Financial Network member FINRASIPC Atlanta Financial Associates Inc is a registered investment adviser Advisory services and xed insurance products and services o ered by Atlanta Financial Associates are separate and unrelated to Commonwealth Survey recipients were asked to select only wealth managers whom they knew through personal experience and to evaluate them based on ten objective eligibility and evaluation criteria including minimum of ve years as an active credentials nancial professional favorable regulatory and complaint history accepts new clients client retention rates client assets administered

education and professional designations These awards are not indicative of the wealth managerrsquos future performance Your experiences may vary For more information please visit www vestarprofessionalcom

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Man

agers



Lisa Taranto Schiffer

Empower Your Future

bull Specializing in providing wealth management for the following physicians and their families as well as affl uent women many of whom are divorced or widowed

Titles Vice President Senior Wealth AdvisorCredential ChFCregLeft to right Four-year winner Lisa Taranto Schi er and Chris Wynne

Thank you to all who made this recognition possible mdash it is an honor

The Schiff er-Wynne Team at HAampW Wealth Management off ers 40-plus years of experience compassion and insight Lisa and Chris partner with clients to help them achieve the future they envision Although the focus is on comprehensive wealth management Lisa and Chris integrate their wide network of professionals to provide guidance from a holistic life perspective

Five Concourse Parkway Suite 600 Atlanta GA 30328

Offi ce (404) 898-7518

lisaschiff erhawcpacom wwwhawwealthcom

Securities offered through Purshe Kaplan Sterling Investments Member FINRASIPC Headquartered at 18 Corporate Woods Blvd Albany NY 12211 Investments through PKS or HAampW Wealth Management LLC are NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Lynda Parker

Dedicated to Listening to and Understanding Your Needs

bull Concerned about your recovery strategy

bull Prepared for retirement

bull Need a second look at your current plan

Lynda Parker Retirement Consultant Capiz Calloway Financial Consultant Kelly Harlow Client Relations

Left to right Kelly Harlow Five Star award winner Lynda Parker and Capiz Calloway

Every client has unique circumstances that deserve thoughtful proactive planning and a disciplined development process Using a creative team approach and whole-picture analysis to complete each fi nancial puzzle we build and actively manage fi nancial strategies carefully hand-tailored to each individualrsquos needs

Call our team today for a free no-obligation in-depth analysis7000 Central Parkway Northeast Suite 525

Atlanta GA 30328

Offi ce (678) 551-6944

lyndaparkerraymondjamescomwwwraymondjamescomadvancedfi nancialstrategies

Advanced Financial Strategies is an independent firm Securities offered through Raymond James Financial Services Inc Member FINRASIPC

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Man

agers



Christopher T Graham

75 14th St Ste 2710Atlanta GA 30309Phone (404) 974-3484wwwtpclgcom

bull Christopher Graham Founder and Managing Shareholder of The Graham Private Client Law Group PC

Focus Tax Minimization Asset Succession and Asset Preservation

Customized Complex Planning

Christopher Grahamrsquos practice focuses on family wealth planning drawing on extensive experience with Arthur Andersen and boutique and national law fi rms to develop creative tax minimization asset preservation business succession and business-structuring strategies exclusively for high-net-worth individuals and their closely held businesses Under Christopher Grahamrsquos leadership the team of professionals at his fi rm approaches each project with an open architecture problem-solving process that ensures individualized solutions designed to meet client needs and objectives

Kate Emling

5775 Glenridge Dr NE Ste B110Atlanta GA 30328Offi ce (678) 244-2600kemlinghouseholdergroupcomwwwhouseholdergroupcom

bull Independent objective unbiased advicebull Exceptional client experiencesbull Comprehensive needs-based approach

Retirement Planning Specialist

Kate Emling brings together decades of experience in fi nancial markets an analytical mind and a good ear for listening She believes the key to successful retirement planning is working with an engaged client in a long-term relationship rooted in trust Her career has focused on the importance of providing service and partnering with clients to understand their personal objectives and plan for their fi nancial well-being while striving to exceed their expectations

Securities offered through SSN Inc member FINRASIPC Investment advisory services offered though Householder Group LLC a registered investment adviser not affiliated with SSN Inc

Two-

Year

Winn

er

Elizabeth O Sims

Tailored Financial StrategiesPersonal Service

bull Retirement planning

bull Clear concise goal-oriented advice

bull Customized investment and wealth strategies

Financial Advisor First Vice President ndash Investments

As a wealth manager my mission is to help my clients determine their fi nancial goals and then to implement appropriate strategies to pursue these goals in an atmosphere of professionalism fl exibility and confi dentialityMy priorities are respect for and cooperation with my clients integrity in every aspect of the relationship and a sense of partnership as we work towards turning their dreams into reality via building managing preserving and transferring wealth

1325 Satellite Boulevard Building 1600 Suite 1606 Suwanee GA 30024

Offi ce (678) 417-1631

bethsimswellsfargocom wwwwfadvisorscombethsims

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the five star selection process Wells Fargo Advisors Financial Network LLC Member SIPC is a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp Company [CAR 0712-06719]

Investment and Insurance Products

NOT FDIC-Insured NO Bank Guarantee MAY Lose Value

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Man

agers



Chuck Lanford

1875 Old Alabama Rd Ste 615 Roswell GA 30076 Offi ce (678) 252-6800Cell (404) 819-8013 charleslanfordraymondjamescom

bull Develop a fi nancial roadmap based on your goals and values bull Implement a comprehensive fi nancial and investment plan bull Regular reviews with measured progress to your goals

Titles Financial Consultant Branch Manager

Personalized Financial Management

Do you have a clear and inspiring vision for creating and living your ideal life Are you confi dent in your plan for getting there Are you ready to make real fi nancial progress in todayrsquos challenging fi nancial markets Chuck and his team can provide the leadership personalized service and experienced advice to keep you organized on track and fi nancially confi dent Call us today to receive a free copy of ldquoValues-Based Financial Planning The Art of Creating an Inspiring Financial Strategyrdquo

copy 2012 Raymond James Financial Services Inc member FINRASIPC

Lynne Kytle-Henderson

2160 Satellite Blvd Ste 150 Duluth GA 30097 Direct (678) 542-2961 Toll-free (866) 964-4925 lynnekytlemssbcom wwwmorganstanleycomfalynnekytle

bull 28 years of client-focused relationships bull Wealth growth and preservation bull Disciplined follow-up reviews

First Vice President Wealth Advisor Five Star award winner 2011 ndash 2012

CFPreg Columbia University Certified Portfolio Managerreg (CPM reg)

Comprehensive Portfolio Management

I provide a time-tested disciplined approach to help build fi nancial plans which focus on clients current fi nancial needs and long-term goals Long-term relationships are formed by educating my clients on fi nancial opportunities while regularly assessing and reviewing their plans progress I am committed to delivering outstanding service and dedicated to helping clients with all their fi nancial needs

copy 2012 Morgan Stanley Smith Barney LLC Member SIPCThe Portfolio Management program is an investment advisory program in which the clientrsquos Financial Advisor invests the clientrsquos assets on a discretionary basis in a range of securities

Two-

Year

Winn

er

Dwight L Kees

American Wealth Management Inc 1050 Crown Pointe Pkwy Ste 1230 Atlanta GA 30338

Direct (770) 720-4004 dwightkeesawmincbiz wwwawmincbiz

bull Helping people manage investment assets for 37 yearsbull Fee-based wealth building pre and during retirementbull Brings order and discipline to the investment process

Focus Portfolio Management Retirement Income and Planning

Credential Registered Investment Advisor Representative

Risk Management Unbiased Performance

Dwight assists high-net-worth clients in making complex investment decisions based on todayrsquos market challenges Highly personalized service is his hallmark By always putting the client fi rst Dwight has enjoyed continuous long-term relationships with clients some lasting more than 30 years ldquoThe driving force for me is the knowledge that I have the ability to truly make a diff erence in my clientsrsquo and their familiesrsquo livesrdquo American Wealth Management Inc is an SEC-Registered Investment Advisor Member FINRASIPC

Securities offered through Ramond James and Associates Inc and Charles Schwab amp Co Inc

Thomas M Hidell Jr

Wells Fargo Advisors LLC 3280 Peachtree Rd NE Ste 400 Atlanta GA 30305

Phone (404) 238-0465

thomashidelljrwellsfargocom

bull Clear concise goal-oriented advice bull Comprehensive fi nancial strategies bull Exceptional service


Financial Advice Aligned With Client Values

As a fi nancial advisor Mr Hidell helps individuals trusts retirement plans charitable organizations and businesses manage their assets Mr Hidell helps clients develop and implement strategies to build and preserve wealth in accordance with their overall fi nancial goals objectives and tolerance for risk Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank

affiliate of Wells Fargo amp Company [CAR 0712-05303] Investment and Insurance products


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Man

agers



Nancy H Warnick

600 Village Trace Bldg 23 Ste 200 Marietta GA 30068 Offi ce (678) 370-0195 nwarnickwcplanningcom wwwWCPlanningcom

bull Customized retirement and income planning bull Clear concise goal-oriented advice bull Service aligned with in-depth knowledge

Credentials CFPreg MBA

Personal Professional Caring Advice

With 15 years of industry experience Nancy Warnick has the knowledge and experience to guide clients along the path to their unique fi nancial goals With careful thoughtful planning she helps her clients prepare for the future

Advisory services offered through Lindner Capital Advisors Inc Securities offered through Resource Horizons Group LLC Member FINRASIPC 1350 Church St Ext NE 3rd Fl

Marietta GA 30060 (770) 319-1970 Resource Horizons Group LLC and Lindner Capital Advisors Inc are not affiliated

Susan H Simonton

217 S Erwin StCartersville GA 30120Phone (770) 386-5900susansimontonfi nancialcomwwwsimontonfi nancialcom

bull Personal lasting relationshipsbull Experienced and dependablebull Emphasizing fi nancial literacy

Investment Advisor Representative INVEST

EdD CLTC

Wealth Managers

Simonton Financial Associates provides full-service fi nancial advisement with a commitment to helping individuals families and small businesses understand and build their fi nancial foundations Susan Simonton is dedicated to helping you explore your situations and options to prepare for your best possible future Let us help you too Registered Representative of INVEST Financial Corporation member FINRASIPC INVEST and its affiliated insurance agencies offer securities advisory services and certain insurance products

and are not affiliated with Simonton Financial Associates

Pauline Reynolds

3330 Cumberland Blvd Ste 900Atlanta GA 30339Offi ce (770) 433-1711preynoldsgrosscollinscomwwwhlbgrosscollinscom

bull Client service aligned with in-depth knowledgebull Tax planning for long-term growthbull Transitioning family wealth

Principal and Shareholder

CPA CFPreg CMampAA

Understanding Evolving Client Goals

Pauline specializes in taxation and personal fi nancial planning with emphasis on estate planning She promotes overall fi nancial health and identifi es areas for long-term growth and planningBusinesses and individuals must explore many options for maximizing fi nancial success Pauline helps clients navigate the options to determine the most fi nancially sound avenue for growth She is committed to client service excellence while adapting to evolving client needs

Phil Pennartz

Proactive Wealth Strategies 519 Johnson Ferry Rd Bldg A Ste 250 Marietta GA 30068

Direct (770) 642-0084

ppennartzpwsatlantacom wwwpwsatlantacom

bull More than 19 years of investment experience bull Retirement and fi nancial planning

PhD ndash Chemistry (University of Notre Dame)

Registered Financial Consultant

Relationship Oriented

Investment advisor representative of INVEST Financial

Registered Representative of INVEST Financial Corporation member FINRASIPC

INVEST offers securities and advisory services and is not affiliated with Proactive Wealth Strategies

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Man

agers



5040 Roswell RdAtlanta GA 30342 Phone (706) 234-7468 wwwpeachtreeplanningcom Credential MSFS

Lamar Barden

Comprehensive team approach to wealth management and financial services Lamar Barden Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 5040 Roswell Road Atlanta GA 30342 Securities productsservices and advisory services are o ered through PAS a registered broker-dealer and investment advisor 800-366-0839 Financial Representative The Guardian Life Insurance Company of America (Guardian) New York NY PAS is an indirect wholly owned subsidiary of Guardian Peachtree Planning Corporation is not an

a liate or subsidiary of PAS or Guardian PAS is a member FINRA SIPC

WINNER

555 N Point Ctr E Ste 500 Alpharetta GA 30022 Office (678) 762-3015 Toll-free (800) 792-3757 mbooselrwbairdcom wwwbairdfinancialadvisorcomboosel

CFPreg Director Private Wealth Mgmt

Michael J Boosel

Mike and his team thank their clients for the privilege of helping them align their financial affairs with their most important goals in life They appreciate your trust confidence and loyalty over the past 21 years and thank you for this recognition

Services are o ered through Robert W Baird amp Co Inc Member FINRASIPC

Your Wealth Partners 3348 Peachtree Rd NE Ste 870 Atlanta GA 30326 Phone (404) 312-3040 frankbriggsyourwealthpartnerscom wwwYourWealthPartnerscom Credentials ChFCreg CLUreg

Frank H Briggs Jr

Mr Briggs has been a financial professional since 1965 His objective is to help build security through planning with the proper financial tools in order to help clients reach their full financial potential He works principally with business owners and professionals both active and retired

Comp 072-00030 (0712)

Two-

Year

Winn

er

3424 Peachtree Rd NE Ste 700 Atlanta GA 30326 Phone (404) 266-9876 ggatespyagatesmoorecom wwwpyagatesmoorecom Principal

Greg B Gates

Areas of focus Proactive tax planning qualified retirement plan design and design of business agreementsCredential Certified Public AccountantGreg provides comprehensive and proactive tax planning for physicians dentists and other professionals

7000 Central Pkwy NE Ste 260 Atlanta GA 30328 Phone (678) 736-5194 junkofujiyamaadvisorscom wwwfujiyamaadvisorscom

Junko Horvath

Junko Horvath is a seasoned investment advisor representative with experience helping high-net-worth individuals establish comprehensive wealth management strategies customized to the financial objectives risk tolerance and circumstances of each client Registered Representative Securities o ered through Cambridge Investment Research Inc a BrokerDealer Member FINRASIPC Investment Advisor Representative Cambridge Investment Research Advisors Inc a Registered

Investment Advisor Cambridge and Fujiyama Advisors are not a liated

Two-

Year

Winn

er

2400 Lakeview Pkwy Ste 300Alpharetta GA 30009Direct (770) 643-7619Toll-free (800) 965-3168MarkDKantormssbcomAssistant Vice President Financial Advisor

Mark D Kantor

For 30 years Mark has provided investors solutions to help preserve and grow their retirement savings Five Star award winner 2008 2009 2010 and 2012


2180 Satellite Blvd Ste 100 Duluth GA 30097 Office (770) 497-5723 thomascarneyampfcom ameripriseadvisorscomthomascarney

AWMAreg Financial Advisor CFPreg professional

Thomas P Carney

I am focused on helping people make intelligent informed decisions about their financial lives We create a tailored financial plan that helps protect the clientsrsquo quality of life as we design a structured game plan to assist in achieving their goals on time

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial

success Ameriprise Financial Services Inc Member FINRA and SIPC

Two-

Year

Winn

er

Atlanta Capital Group3333 Piedmont Rd Ste 2010Atlanta GA 30305Office (404) 893-4100 Phone (770) 517-5966 bgeigertaiadvisorcom Title Managing Partner

Bert Geiger

Bert has 25 years of experience assisting families business owners professional athletes and entertainers with their financial asset allocation ldquoI canrsquot control the financial markets but what I can control is the relationship I build with my clientsrdquo

Securities o ered through Triad Advisors Inc Member FINRASIPC

Two-

Year

Winn

er

Have a process for managing money that is not based on opinions attitudes

or emotions

mdash Five Star award winner

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Man

agers



200 Ashford Ctr N Ste 400 Atlanta GA 30338 Office (770) 353-6312 kleeIntfingroupcom wwwkarenleeandassociatescom Owner CFPreg CLUreg ChFCreg MSFS AEPreg

Karen Lee

A financial planning professional of 24 years Karen truly understands peoples connection with money in a way which helps foster long-term financial Independence Wealth accumulation strategies income distribution strategies portfolio analysis and investment management

Securities and Advisory Services o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC

Two-

Year

Winn

er

Wells Fargo Advisors LLC 5555 New Northside Dr Atlanta GA 30339 Cell (404) 429-9087 stevenmarino2wellsfargocom Assistant Vice President ndash Investments

Steven Marino

Regardless of your financial objectives I am dedicated to providing the best service and financial management possible to achieve your goals

Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for important

information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0712-05595]

Investment and insurance products


1100 Abernathy Rd NE Bldg 500 Ste 1850Atlanta GA 30328Phone (770) 673-2132travismccloskeymorgankeegancomFinancial Advisor CRPCreg AAMSreg

Travis M McCloskey

Travis works with his clients to develop a comprehensive financial plan tailored to each clientrsquos specific goals and objectives He specializes in providing insight and advice with both integrity and a genuine concern for their unique financial situationMorgan Keegan amp Company Inc | Member FINRA SIPC | Subsidiary of Raymond James Financial Inc | Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Government Agency

555 N Point Ctr E Ste 500 Alpharetta GA 30022 Phone (678) 762-3014 dmonahanrwbairdcom wwwdanmonahanpwmcom Senior Investment Consultant

Daniel M Monahan

I am honored to be included as a candidate for this award I want to thank those who nominated me and my clients who are the reason I am in a great career I enjoy working with good people and helping them achieve their financial goals and aspirations

Robert W Baird amp Co Member SIPCSee Section Article Page for details on the Five Star research methodology

555 N Point Ctr E Ste 500Alpharetta GA 30022Phone (678) 762-3019mpetrosrwbairdcom CFPreg CRCreg Senior VP Private Wealth Management

Michael J Petros

Our team is committed to providing trustworthy competent and responsible advice to our clients We appreciate the trust you have placed in us for more than 23 years Areas of focus retirement planning and wealth management


Financial planning is a

holistic approach to financial well-being


341 E Main St Canton GA 30114 Office (770) 479-1844 Ext 26 Cell (678) 232-3909 jamdmtlawfirmcom wwwThompsonMeierKingcom Attorney Counselor at Law

John A Meier II

John Meier concentrates his practice of law in the areas of estate planning trust probate and elder law He graduated from the University of Georgia in 1978 and earned a JD from Walter F George School of Law in 1983 John respectfully assists individuals and families with wealth preservation and transfer planning throughout Georgia

Raymond James Morgan Keegan2400 Lakeview Pkwy Ste 200 Alpharetta GA 30009 Phone (678) 566-2544 markkopkinmorgankeegancom Title Managing Director

Mark D Kopkin

In our role as your financial advisor we take a comprehensive approach to addressing your financial needs The initial step in our relationship is getting to know you and understanding your investment objectives your tolerance for risk and your time horizons to enable you to meet your familyrsquos goals and objectives

Two-

Year

Winn

er

Darren Kubiak Personal Retirement Planni ng 1755 N Brown Rd Lawrenceville GA 30043 Office (770) 338-7167 DarrenDarrenKubiakcom

Darren Kubiak

A trusted advisor who provides solutions for your retirement needs and college planning and protects your financial future in these uncertain times

Securities o ered through Kalos Capital Inc member FINRASIPCMSRB Investment Advisory Services o ered through Kalos Mgmt Inc

3780 Mansell Rd Ste 150 Alpharetta GA 30022Darren Kubiak is not an a liate or subsidiary of Kalos Mgmt Inc copy Fi

ve Sta

r Prof

ession

al

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Man

agers



4651 Roswell Rd Ste I-804 Atlanta GA 30342 Office (404) 974-3064 irvinrrbcpacom

Irvin Rabinowitz

A CPA and trained mediator with more than 30 years of experience Irvin provides his clients superlative financial and tax advice in the US and abroad He also works closely with nonprofit institutions

Wells Fargo Advisors LLC 2520 Northwinds Pkwy Ste 200 Alpharetta GA 30009 Direct (678) 746-5608 Toll-free (800) 284-4213 Karenrobertson-wallwfadvisorscom Vice President ndash Investments

KarenRobertson-Wall

I am very honored to receive this award Thank you for your continued confidence in my abilities as your financial advisor My goal is to provide financial strategies with the objective of enriching your life preserving your assets and achieving your goals



900 Cir 75 Pkwy Ste 1245Atlanta GA 30339Phone (678) 766-0166mervemerald-wealthcom Founder Principal AIFreg RFCreg RMC

Merv Rudner

Emerald Wealth Management is a fee-based firm focusing on managing retirement plans and providing lifetime income to our clients

Securities o ered through Triad Advisors Member FINRASIPC

Two-

Year

Winn

er

4994 Lower Roswell Rd Ste 12 Marietta GA 30068 Phone (404) 812-7777 mauryshapiroyourwealthpartnerscom wwwyourwealthpartnerscom ChFCreg CLU reg

Maury Shapiro

Twenty-seven years of experience offering quality appropriate financial products and services to match each individual and business clientrsquos unique circumstances

The named individual o ers securities and investment advisory services through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC and o ers annuity and insurance products through AXA Network LLC and its subsidiaries Your Wealth Partners is not owned

or operated by AXA Advisors or AXA Network 072-00032 (0712)

3330 Cumberland Blvd Ste 900Atlanta GA 30339Direct (678) 306-1505rtaylorhlbadvisorycom

Richard B Taylor

We offer a personalized boutique-style investment experience along with a comprehensive approach to financial tax and estate planning We are dedicated to creating comprehensive strategies to help you reach your financial goals and are committed to providing outstanding service

Advisory services o ered through HLB Advisory Services LLC HLB Advisory Services LLC is a Registered Investment Advisor

Tax amp Financial Management1870 The Exchange Ste 100Atlanta GA 30339Phone (770) 980-2575 CERTIFIED FINANCIAL PLANNERtrade

Donald Tessmer

With todayrsquos challenging and changing tax environment itrsquos helpful to have someone take a comprehensive look at not just investments but also taxation issues Are you working with somebody who focuses and specializes on the tax and investment challenges that retirees faceDon Tessmer is a registered investment advisor with Tax amp Financial Management He also o ers securities as a Registered Representative of

Resource Horizons Group LLC Member of FINRASIPC

Wells Fargo Advisors LLC 4099 LaVista Rd Tucker GA 30084 Phone (770) 493-0900 laurenvogelwellsfargocom Financial Advisor Vice President ndash Investments

Lauren Vogel

Professional personal and caring advice Each client receives individual attention tailored to suit their financial needs from accumulation income and preservation to distribution of wealth

Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate

non-bank a liate of Wells Fargo amp Company [CAR 0712-05797]Investment and Insurance Products

Not FDIC-Insured NO Bank Guarantee MAY Lose Value

ldquoWealth will only come as a result of living beneath your means Saving even a small amount every month can grow into something significantrdquomdash Five Star award winner

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Man

agers



Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional or Atlanta Magazine bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future

investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 2660 award candidates in the Atlanta area were considered for the Five Star Wealth Manager award 607 (approximately 23 percent of the award candidates) were named 2012 Five Star Wealth Managers

diSCloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $96 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 222

households)10 Education and professional designations

oF AWArd WinnerSdetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 47300 households in the Atlanta area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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Man

agers






















John Meier Thompson Meier amp King 1















Julianne Andrews Atlanta Financial Associates Page 15






































Seth Cohn WealthMD
























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Man

agers



































































































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Man

agers













































Cary Sheppard Valic






















































Keegan

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Man

agers





























Tula Burch Princor


Thomas Burdg TBCI




















Alan Cole TIAA-CREF



























































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Man

agers












































































































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Man

agers


































































Ellison




































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Man

agers














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Man

agers



Linda M Kuehn


not Transactions















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Man

agers












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Man

agers



Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



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Man

agers



David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








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Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



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Sam Drake







Atlanta GA 30342

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JPH Advisory Group

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Frank H Briggs Jr


Comp 072-00030 (0712)

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Greg B Gates



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Mark D Kantor





Thomas P Carney




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Bert Geiger



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Karen Lee



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Steven Marino







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Darren Kubiak




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Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



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David (770) 353-6350 bull Dayna (770) 353-6349



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Offi ce (770) 973-5220



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Man

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JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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Kate Emling






Two-

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Elizabeth O Sims








Offi ce (678) 417-1631





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Chuck Lanford















Two-

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Thomas M Hidell Jr


Phone (404) 238-0465








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Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









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WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

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Greg B Gates



Junko Horvath



Two-

Year

Winn

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Mark D Kantor





Thomas P Carney




Two-

Year

Winn

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Bert Geiger



Two-

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or emotions


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Karen Lee



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Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

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Darren Kubiak




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Merv Rudner



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Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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JPH Advisory Group

Your Personal CFO







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Greg B Gates



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Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




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Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



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David (770) 353-6350 bull Dayna (770) 353-6349



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Offi ce (770) 973-5220



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JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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Empower Your Future






Offi ce (404) 898-7518



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Atlanta GA 30328

Offi ce (678) 551-6944



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Kate Emling






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Offi ce (678) 417-1631





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Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









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Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

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Winn

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Greg B Gates



Junko Horvath



Two-

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Winn

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Mark D Kantor





Thomas P Carney




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Bert Geiger



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or emotions


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Karen Lee



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Steven Marino







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Daniel M Monahan




Michael J Petros







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Mark D Kopkin


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Merv Rudner



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Donald Tessmer




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Man

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Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



copy Five

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Man

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David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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Man

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Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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Man

agers









Kate Emling






Two-

Year

Winn

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Elizabeth O Sims








Offi ce (678) 417-1631





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Man

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Chuck Lanford















Two-

Year

Winn

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Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








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Man

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Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









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Man

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Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

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Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

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or emotions


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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

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er


Darren Kubiak




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Man

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Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

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Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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Ellison




































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Linda M Kuehn


not Transactions















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Man

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Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



copy Five

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Man

agers



David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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ional

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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








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ional

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Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


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rofess

ional

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rofess

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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ional

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Man

agers



Linda M Kuehn


not Transactions















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Man

agers



Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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rofess

ional

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Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



copy Five

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rofess

ional

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Man

agers



David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



copy Five

Star P

rofess

ional

copy Five

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ional

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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




copy Five

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rofess

ional

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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



copy Five

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rofess

ional

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rofess

ional

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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





copy Five

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rofess

ional

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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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ional


Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

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ional

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ional


Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

Star P

rofess

ional

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rofess

ional

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rofess

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Man

agers



Linda M Kuehn


not Transactions















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Man

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Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



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Man

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David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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Man

agers









Kate Emling






Two-

Year

Winn

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Elizabeth O Sims








Offi ce (678) 417-1631





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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








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Man

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Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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Man

agers



Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



copy Five

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Man

agers



David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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ional

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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





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rofess

ional

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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








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ional

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Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

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rofess

ional

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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


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rofess

ional

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

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rofess

ional

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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rofess

ional

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ional

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Man

agers



Margie Archer








Offi ce (404) 365-4983 bull Cell (404) 993-6300













Phone (770) 390-2600




WINNER

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rofess

ional

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Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



copy Five

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rofess

ional

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Man

agers



David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



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rofess

ional

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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




copy Five

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rofess

ional

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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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rofess

ional

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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





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rofess

ional

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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








copy Five

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rofess

ional

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ional


Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


copy Five

Star P

rofess

ional

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rofess

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

copy Five

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rofess

ional

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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rofess

ional


Man

agers



Gary S Brochin








Phone (404) 504-8430Toll-free (800) 681-9981



Sam Drake







Atlanta GA 30342

Offi ce (404) 459-3895 bull Cell (404) 435-6317



copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

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ional


Man

agers



David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



copy Five

Star P

rofess

ional

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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




copy Five

Star P

rofess

ional

copy Five

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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








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Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


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ional

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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ional

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Man

agers



David H Gaynes








David (770) 353-6350 bull Dayna (770) 353-6349



WINNER

Timothy P Gelinas









Offi ce (770) 973-5220



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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



copy Five

Star P

rofess

ional

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rofess

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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





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rofess

ional

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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








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rofess

ional

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Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

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rofess

ional

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ional


Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


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rofess

ional

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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rofess

ional

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rofess

ional

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rofess

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Man

agers



JPH Advisory Group

Your Personal CFO







Phone (770) 859-0076











Atlanta GA 30328

Phone (770) 261-5380Fax (770) 261-5381




copy Five

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rofess

ional

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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





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rofess

ional

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rofess

ional

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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








copy Five

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rofess

ional

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rofess

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Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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rofess

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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


copy Five

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rofess

ional

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rofess

ional

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

copy Five

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rofess

ional

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rofess

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rofess

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

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rofess

ional

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rofess

ional

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Man

agers




Empower Your Future






Offi ce (404) 898-7518



Lynda Parker









Atlanta GA 30328

Offi ce (678) 551-6944



copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





copy Five

Star P

rofess

ional

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rofess

ional

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rofess

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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








copy Five

Star P

rofess

ional

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rofess

ional

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ional

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ional


Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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rofess

ional

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ional

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rofess

ional

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rofess

ional


Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


copy Five

Star P

rofess

ional

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rofess

ional

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rofess

ional

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rofess

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

copy Five

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rofess

ional

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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rofess

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Man

agers









Kate Emling






Two-

Year

Winn

er

Elizabeth O Sims








Offi ce (678) 417-1631





copy Five

Star P

rofess

ional

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rofess

ional

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rofess

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rofess

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Man

agers



Chuck Lanford















Two-

Year

Winn

er

Dwight L Kees









Thomas M Hidell Jr


Phone (404) 238-0465








copy Five

Star P

rofess

ional

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rofess

ional

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rofess

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ional

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rofess

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ional

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rofess

ional


Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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rofess

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rofess

ional


Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


copy Five

Star P

rofess

ional

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rofess

ional

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

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rofess

ional

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

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rofess

ional

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rofess

ional

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rofess

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Man

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Michael J Boosel




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Comp 072-00030 (0712)

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Greg B Gates



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Man

agers



Nancy H Warnick








Susan H Simonton




EdD CLTC

Wealth Managers



Pauline Reynolds




CPA CFPreg CMampAA



Phil Pennartz


Direct (770) 642-0084









copy Five

Star P

rofess

ional

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Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

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Greg B Gates



Junko Horvath



Two-

Year

Winn

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Mark D Kantor





Thomas P Carney




Two-

Year

Winn

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Bert Geiger



Two-

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or emotions


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Man

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Karen Lee



Two-

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Steven Marino







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Man

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Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

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Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






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Man

agers




Lamar Barden



WINNER



Michael J Boosel




Frank H Briggs Jr


Comp 072-00030 (0712)

Two-

Year

Winn

er


Greg B Gates



Junko Horvath



Two-

Year

Winn

er


Mark D Kantor





Thomas P Carney




Two-

Year

Winn

er


Bert Geiger



Two-

Year

Winn

er


or emotions


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Man

agers




Karen Lee



Two-

Year

Winn

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Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

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Darren Kubiak




ve Sta

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

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Man

agers




Karen Lee



Two-

Year

Winn

er


Steven Marino







Travis M McCloskey



Daniel M Monahan




Michael J Petros







John A Meier II



Mark D Kopkin


Two-

Year

Winn

er


Darren Kubiak




ve Sta

r Prof

ession

al

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Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

Star P

rofess

ional

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rofess

ional


Man

agers




Irvin Rabinowitz



KarenRobertson-Wall





Merv Rudner



Two-

Year

Winn

er


Maury Shapiro





Richard B Taylor




Donald Tessmer




Lauren Vogel






copy Five

Star P

rofess

ional

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rofess

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2012 five star 2012 atlanta five star wealth managers · mark janowiak · national financial...

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